Planning Newsletter - Apr 2017

• Giving evokes gratitude, improves our health and makes us happier.

• Giving increases social connection, cooperation and can be contagious.

• From a financial point of view, effective giving maximizes your possible tax deductions.

• Personal Charitable Gift Funds make giving appreciated investments simple and easy.

• Giving to charity from your IRA has significant tax benefits.

• Giving appreciated stock can be a tax efficient way to give money to family members.

• UTMA and 529 accounts offer tax advantaged ways to pay college expenses and provide gifts to children and young adults.